Company Overview:
➢ EntrepreneurShares (ERShares) offers an interesting, easy-to-understand, differentiated strategy which is based on 20+ yrs. of academic research and defines a new investment style.
➢ Our Strategy fits within Smart Beta, Rules-Based and ESG Categories.
➢ ERShares applies a proprietary, rules-based, factor model that identifies and invests in publicly traded ‘Entrepreneurial” companies.
➢ Company founder is tenured, Babson Entrepreneurship Professor (#1 school in Entrepreneurship).
➢ Investment products have been frequently ranked in Pension & Investments (#1 or #2 for past 5 years on extended track record).
➢ ERShares currently close to $400mm across three Mutual Fund products, one Exchange Traded Fund and Separate Managed Accounts.
Funds:
➢ Entrepreneur 30 ETF – ENTR
➢ Entrepreneur US Small Cap Fund – IMPAX
➢ Entrepreneur US Large Cap Fund – IMPLX
➢ EntrepreneurShares Global Fund – ENTIX
EntrepreneurShares 175 Federal Street, Suite 875 Boston, MA 02110 www.ershares.com | +1 (617) 917 2603
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